ACA
Atlas Capital Advisors Portfolio holdings
AUM
$819M
1-Year Est. Return
20%
1 Year Est. Return
+20%
AUM
$800M
AUM Growth
+$12.6M
(+1.6%)
Holding
1,037
Top Buys
| 1 | +$12.2M | |
| 2 | +$6.04M | |
| 3 | +$4.4M | |
| 4 |
Franklin FTSE China ETF
FLCH
|
+$3.32M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$2.4M |
Top Sells
| 1 | +$8.45M | |
| 2 | +$6.98M | |
| 3 | +$3.79M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.01M |
| 5 |
Nuveen ESG Large-Cap Value ETF
NULV
|
+$1.54M |
Sector Composition
| 1 | Technology | 9.5% |
| 2 | Financials | 9.05% |
| 3 | Consumer Staples | 8.02% |
| 4 | Healthcare | 4.9% |
| 5 | Communication Services | 3.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
901
Telecom Argentina
TEO
$5.19B
| – | – |
-8,398
|
|
||
902
US Bancorp Series M Preferred Stock
USB.PRR
$498M
| – | – |
-2,775
|
|
||
903
Vertiv
VRT
$73.2B
| – | – |
-1,874
|
|
||
904
Vanguard Russell 2000 ETF
VTWO
$12.9B
| – | – |
-316
|
|
||
905
State Street SPDR S&P Semiconductor ETF
XSD
$1.73B
| – | – |
-465
|
|
||
|
SW
906
Smurfit Westrock
SW
$19.1B
| – | – |
-106
|
|
||
|
ECG
907
Everus Construction Group
ECG
$4.6B
| – | – |
-141
|
|